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Middleby

392 hedge funds and large institutions have $7.96B invested in Middleby in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

6.4% more ownership

Funds ownership: 102.86%109.26% (+6.4%)

1% more funds holding

Funds holding: 387392 (+5)

3% more capital invested

Capital invested by funds: $7.69B → $7.96B (+$266M)

16% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 143

87% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $396M

Holders
392
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
59
Increased
120
Reduced
143
Closed
47
Calls
$49.5M
Puts
$396M
Net Calls
-$346M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$3.56M -$287K -2,080 -7%
AB
102
Amalgamated Bank
New York
$3.47M
SDIC
103
South Dakota Investment Council
South Dakota
$3.42M
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$3.4M -$124K -900 -3%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$3.38M -$194K -1,406 -5%
PAM
106
PineStone Asset Management
Quebec, Canada
$3.38M -$46.6M -338,284 -93%
Citigroup
107
Citigroup
New York
$3.33M +$856K +6,207 +34%
LSWM
108
Lorne Steinberg Wealth Management
Canada
$3.32M +$9.65K +70 +0.3%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$3.17M +$19.3K +140 +0.6%
Comerica Bank
110
Comerica Bank
Texas
$3.12M +$91.5K +664 +3%
GIA
111
GHP Investment Advisors
Colorado
$3.11M +$381K +2,763 +14%
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$3.1M +$105K +759 +3%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$3.07M +$293K +2,123 +10%
Allianz Asset Management
114
Allianz Asset Management
Germany
$2.92M +$581K +4,216 +24%
EW
115
Evoke Wealth
California
$2.79M -$175K -1,269 -6%
ORI
116
Oak Ridge Investments
Illinois
$2.71M -$124K -896 -4%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$2.69M +$1.91M +13,820 +228%
YCM
118
Yousif Capital Management
Michigan
$2.65M -$107K -777 -4%
PFSRSONJ
119
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.58M +$2.63M +19,063 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$2.52M +$3.45K +25 +0.1%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.48M -$144K -1,047 -5%
IMRF
122
Illinois Municipal Retirement Fund
Illinois
$2.44M +$851K +6,174 +52%
Verition Fund Management
123
Verition Fund Management
Connecticut
$2.39M -$12.6M -91,338 -84%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$2.35M
FIM
125
Fruth Investment Management
Texas
$2.21M -$12.4K -90 -0.5%

MIDD Hedge Fund Activity: Q4 2024 in Review

392 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q4 2024, worth a combined $7.96B — up 3.5% from $7.69B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MIDD positions and 47 closed out — a net gain of 12 holders — while 120 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $205M. The largest seller was JP Morgan Chase, cutting an estimated $113M.

  • 392 institutional investors held Middleby (MIDD) as of Q4 2024, up from 387 in Q3 2024.
  • Funds reported $7.96B of Middleby stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 59 funds opened new Middleby positions in Q4 2024 and 47 closed out, a net change of +12 holders.
  • The largest Middleby buyer in Q4 2024 was Morgan Stanley, an estimated $205M added.
  • The largest Middleby seller in Q4 2024 was JP Morgan Chase, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2024.